Update sales opportunity to closed lost and add rejected proposal link in Salesforce
Update sales opportunity to closed lost and add rejected proposal link in Salesforce
Update your sales opportunities in Salesforce when a proposal is rejected in Nusii Proposals. This keeps your records accurate and provides a link to the rejected proposal, improving your sales tracking and reporting.
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Overview
Update your sales opportunities in Salesforce when a proposal is rejected in Nusii Proposals. This keeps your records accurate and provides a link to the rejected proposal, improving your sales tracking and reporting.